Professional
$99.00 (Ex. GST)
Monthly
This plan includes:
- 1 Trust
- Bank Feeds via .csv Import
- Up to 2 Users
Quickstart Onboarding Service
info
$300.00 (Ex. GST)
A. Setup of:
- Organizations
- Trusts
- Integration for direct Bank Feeds
- Trust Payments & Trust Receipts
B. Training On:
- Import Contacts, Suppliers, Beneficiaries
- Dashboard
- .ABA File Management
- Bank Reconciliation
- How to produce reports for auditors
Hybrid Most Popular
$150.00 (Ex. GST)
Monthly
This plan includes:
- Up to 5 Trusts
- Automatic Bank feeds
- Up to 5 Users
Quickstart Onboarding Service
info
$300.00 (Ex. GST)
A. Setup of:
- Organizations
- Trusts
- Integration for direct Bank Feeds
- Trust Payments & Trust Receipts
B. Training On:
- Import Contacts, Suppliers, Beneficiaries
- Dashboard
- .ABA File Management
- Bank Reconciliation
- How to produce reports for auditors
Ultimate
$300.00 (Ex. GST)
Monthly
This plan includes:
- Up To 15 Trusts
- Automatic Bankfeeds
- Up to 15 Users
Quickstart Onboarding Service
info
$300.00 (Ex. GST)
A. Setup of:
- Organizations
- Trusts
- Integration for direct Bank Feeds
- Trust Payments & Trust Receipts
B. Training On:
- Import Contacts, Suppliers, Beneficiaries
- Dashboard
- .ABA File Management
- Bank Reconciliation
- How to produce reports for auditors
All plans include
- Manage Assets and Sub assets
- Client Statements
- Automated Reports for Auditors
- Streamline State and Industry Regulatory Compliance
- No Hidden Fees
- Generate .aba files
- Integrated with Xero
- Audit trail
- AI agent based chat and phone support